Carroll Investors, Inc
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Carroll Investors, Inc reported 22 stock positions worth $142.7 million. Its top holding was Nvidia (NVDA) at 13.4% of the portfolio, followed by Apple (AAPL, 12.7%) and Chipotle Mexican Grill (CMG, 12.7%). Compared with Q1 2024, it opened 2 new positions, sold out of 4, added to 11 and reduced 7. The biggest buy was a new position in Palantir Technologies Class A (PLTR) and the biggest sale Block (XYZ, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- Mt Pleasant, SC
- CIK
- 0001911400
- Portfolio Value
- $142.7M (Q2 2024)
- SEC Filing
- 0001172661-24-003300 ↗ filed Aug 13, 2024
Holdings Value
Holdings 22 stocks · $142.7M
| NVDA Nvidia Corp. | 13.42% | 154,952 | $19.2M | Reduce -4.0% |
| AAPL Apple Inc. | 12.75% | 86,269 | $18.2M | Add +0.3% |
| CMG Chipotle Mexican Grill Inc. | 12.71% | 289,535 | $18.1M | Reduce -2.2% |
| MSFT Microsoft Corp. | 9.41% | 30,029 | $13.4M | Add +0.7% |
| TSLA Tesla Inc. | 8.84% | 63,794 | $12.6M | Add +0.6% |
| SNOW Snowflake Inc. | 7.99% | 84,485 | $11.4M | Add +16.2% |
| AMD Advanced Micro Devices | 6.47% | 57,027 | $9.2M | Add +3.5% |
| PANW Palo Alto Networks Inc. | 6.33% | 26,654 | $9.0M | Add +2.3% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 4.80% | 70,023 | $6.8M | Add +41.6% |
| COST Costco Wholesale Corp. | 4.51% | 7,578 | $6.4M | Add +32.6% |
| AMZN Amazon.com Inc. | 3.28% | 24,086 | $4.7M | Add +3.6% |
| PLTR Palantir Technologies Inc. Class A | 2.66% | 149,789 | $3.8M | New |
| XYZ Block Inc. | 2.56% | 56,869 | $3.7M | Reduce -53.3% |
| PGR Progressive Corp. | 1.52% | 10,374 | $2.2M | Add +13.2% |
| LVS Las Vegas Sands Corp. | 0.75% | 24,057 | $1.1M | Reduce -17.2% |
| APO Apollo Global Management Inc. | 0.53% | 6,403 | $756K | New |
| RXRX Recursion Pharmaceuticals-A | 0.42% | 80,766 | $606K | Add +485.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.36% | 1,625 | $511K | Reduce -7.3% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 2,308 | $369K | Reduce -40.7% |
| UNH Unitedhealth Group Inc. | 0.23% | 469 | $333K | No change |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,331 | $244K | Reduce -44.0% |
| QBTS D-Wave Quantum Inc. | 0.02% | 30,485 | $35K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| XYZ Block Inc. | Reduce -53.3% | 2.56% | −5.18 |
| DE Deere & Co. | Sold out | 0.00% | −1.55 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −1.41 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.48 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.40 |
| LVS Las Vegas Sands Corp. | Reduce -17.2% | 0.75% | −0.39 |
| GE General Electric | Reduce -40.7% | 0.26% | −0.26 |
| CMG Chipotle Mexican Grill Inc. | Reduce -2.2% | 12.71% | −0.26 |
| GOOGL Alphabet Inc. Class A | Reduce -44.0% | 0.17% | −0.10 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -7.3% | 0.36% | −0.02 |
| NVDA Nvidia Corp. | Reduce -4.0% | 13.42% | +2.44 |
Portfolio Buys Q1 2024 → Q2 2024
| PLTR Palantir Technologies Inc. Class A | New | 2.66% | +2.66 |
| AAPL Apple Inc. | Add +0.3% | 12.75% | +1.64 |
| TTD Trade Desk Inc./the Class A | Add +41.6% | 4.80% | +1.54 |
| COST Costco Wholesale Corp. | Add +32.6% | 4.51% | +1.36 |
| PANW Palo Alto Networks Inc. | Add +2.3% | 6.33% | +0.76 |
| APO Apollo Global Management Inc. | New | 0.53% | +0.53 |
| TSLA Tesla Inc. | Add +0.6% | 8.84% | +0.44 |
| RXRX Recursion Pharmaceuticals-A | Add +485.3% | 0.42% | +0.32 |
| AMZN Amazon.com Inc. | Add +3.6% | 3.28% | +0.12 |
| PGR Progressive Corp. | Add +13.2% | 1.52% | +0.09 |
| MSFT Microsoft Corp. | Add +0.7% | 9.41% | −0.03 |
| SNOW Snowflake Inc. | Add +16.2% | 7.99% | −0.85 |
| AMD Advanced Micro Devices | Add +3.5% | 6.47% | −1.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $234.0M | AMD, NVDA, PLTR, TSLA, PANW |
| Q1 2026 | 31 | $187.1M | PLTR, NVDA, TSLA, AAPL, VRT |
| Q4 2025 | 31 | $209.3M | PLTR, NVDA, TSLA, AAPL, MSFT |
| Q3 2025 | 30 | $206.5M | PLTR, NVDA, TSLA, AAPL, MSFT |
| Q2 2025 | 31 | $188.7M | PLTR, NVDA, TSLA, AAPL, MSFT |
| Q1 2025 | 29 | $150.2M | PLTR, AAPL, NVDA, TSLA, CMG |
| Q4 2024 | 29 | $177.3M | TSLA, AAPL, NVDA, PLTR, CMG |
| Q3 2024 | 30 | $152.6M | AAPL, NVDA, TSLA, CMG, MSFT |
| Q2 2024 | 22 | $142.7M | NVDA, AAPL, CMG, MSFT, TSLA |
| Q1 2024 | 24 | $132.8M | CMG, AAPL, NVDA, MSFT, SNOW |